Marietta Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-38,298
| Closed | -$1.14M | – | 125 |
|
|
2018
Q1 | $1.14M | Sell |
38,298
-15,563
| -29% | -$462K | 0.6% | 63 |
|
|
2017
Q4 | $1.61M | Sell |
53,861
-65,698
| -55% | -$1.96M | 0.87% | 51 |
|
|
2017
Q3 | $3.61M | Buy |
119,559
+62,935
| +111% | +$1.9M | 2.02% | 9 |
|
|
2017
Q2 | $1.71M | Buy |
56,624
+14,084
| +33% | +$425K | 1.04% | 42 |
|
|
2017
Q1 | $1.28M | Buy |
42,540
+7,060
| +20% | +$213K | 0.85% | 49 |
|
|
2016
Q4 | $1.07M | Buy |
+35,480
| New | +$1.07M | 0.85% | 48 |
|